Adele V. Gipson, CFA, CFP®, CPA

Financial Advisor, RJFS

Adele V. Gipson, CFA, CFP®, CPA

Financial Advisor, RJFS
agipson@cpcadvisors.com

Adele is an experienced financial professional with over 25 years of expertise and a strong philosophy of putting the client first. Well versed in planning, taxes* and investment management, she specializes in seeing the big picture and is adept at communicating the vision to the client. Adele  demonstrates a commitment of professional excellence, having attained some of the most respected designations in the profession – Chartered Financial Analyst™, CERTIFIED FINANCIAL PLANNER™ certificant and Certified Public Accountant.  A magna cum laude graduate of Christian Brothers College, she earned a degree in business administration and led the college basketball team as a point guard.

Adele began her career as a tax and audit associate with PricewaterhouseCoopers, LLC. She then joined BellSouth Corporation, amassing more than 15 years of valuable experience in a variety of capacities: She generated significant tax savings as a tax advisor, oversaw their financial business and planning process, and managed $5 billion of international equity investments for BellSouth’s pension plans. In 2008, she joined Consolidated Planning Corporation as a Financial Advisor.

In the community, Adele currently serves as a board member of The Wylde Center, a 501(c) (3) seeking to cultivate green spaces in Atlanta.  She previously served as Treasurer on the board of Our House leading the organization’s strategic efforts in a successful merger with Genesis Shelter, doubling their mission’s reach.  She is also a proud member of Raymond James Women’s Advisory Council, Raymond James Black Financial Advisor Network and Raymond James Trust Advisory Council.

When she’s not providing comprehensive financial services for her clients, you’ll find her traveling in places like Italy or New Zealand, playing tennis or riding her motorcycle in the north Georgia mountains.

agipson@cpcadvisors.com

Adele is an experienced financial professional with over 25 years of expertise and a strong philosophy of putting the client first. Well versed in planning, taxes* and investment management, she specializes in seeing the big picture and is adept at communicating the vision to the client. Adele  demonstrates a commitment of professional excellence, having attained some of the most respected designations in the profession – Chartered Financial Analyst™, CERTIFIED FINANCIAL PLANNER™ certificant and Certified Public Accountant.  A magna cum laude graduate of Christian Brothers College, she earned a degree in business administration and led the college basketball team as a point guard.

Adele began her career as a tax and audit associate with PricewaterhouseCoopers, LLC. She then joined BellSouth Corporation, amassing more than 15 years of valuable experience in a variety of capacities: She generated significant tax savings as a tax advisor, oversaw their financial business and planning process, and managed $5 billion of international equity investments for BellSouth’s pension plans. In 2008, she joined Consolidated Planning Corporation as a Financial Advisor.

In the community, Adele currently serves as a board member of The Wylde Center, a 501(c) (3) seeking to cultivate green spaces in Atlanta.  She previously served as Treasurer on the board of Our House leading the organization’s strategic efforts in a successful merger with Genesis Shelter, doubling their mission’s reach.  She is also a proud member of Raymond James Women’s Advisory Council, Raymond James Black Financial Advisor Network and Raymond James Trust Advisory Council.

When she’s not providing comprehensive financial services for her clients, you’ll find her traveling in places like Italy or New Zealand, playing tennis or riding her motorcycle in the north Georgia mountains.

*The tax advice and/or services of Adele Gipson are independent of Raymond James Financial Services.

CFP ® | Certified Financial Planner™

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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